Laidlaw Wealth Management LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GII and the CUSIP is 78463X855. A total of 79 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Laidlaw Wealth Management LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q2 2023$1,283,970
-2.3%
24,058
-0.3%
0.25%
-6.3%
Q1 2023$1,314,719
-2.2%
24,137
-5.9%
0.27%
-6.9%
Q4 2022$1,344,810
+3.4%
25,655
-5.7%
0.29%
-5.3%
Q3 2022$1,300,000
-8.6%
27,204
+2.1%
0.30%
+4.8%
Q2 2022$1,423,000
+119.3%
26,633
+138.4%
0.29%
+168.5%
Q1 2022$649,000
+122.3%
11,171
+107.8%
0.11%
+129.8%
Q4 2021$292,000
-9.9%
5,375
-12.4%
0.05%
-43.4%
Q3 2021$324,0006,1340.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Wealth Architects, LLC 483,754$25,513,0004.95%
Sequoia Financial Advisors, LLC 173,956$9,174,0000.93%
Beacon Pointe Advisors, LLC 281,820$14,863,0000.37%
NICOLET ADVISORY SERVICES, LLC 50,055$2,640,0000.34%
Castle Rock Wealth Management, LLC 6,860$381,0000.13%
Capital Analysts, LLC 32,039$1,689,0000.11%
LIBERTY WEALTH MANAGEMENT LLC 5,266$280,0000.10%
FIRST FOUNDATION ADVISORS 50,952$2,687,0000.10%
EFG Asset Management (Americas) Corp. 10,315$544,0000.10%
Boltwood Capital Management 4,008$211,0000.08%
View complete list of SPDR INDEX SHS FDS shareholders